Summit Financial Stategies - Wealth Managment

Summit also offers independent Investment Advisory Services if your circumstances don't require full wealth management services. Your first year schedule for investment advisory services will look like this:

Inception
Month 1
Month 6
Month 12

Data Gathering and Introduction to Investments
Investment Recommendations
Semi-annual Investment Review
Semi-annual Investment Review

After the first year, we offer to meet with clients semi-annually to review investments and also post quarterly investment reports online to the client secure website.

7965 North High Street, Suite 350, Columbus, OH 43235-8446 | Phone: 614.885.1115 | Fax: 614.885.1495